Portfolio
Sep 17, 2026- Stock89.84%
- Other9.68%
- Bond4.02%
- Cash0.00%
Morningstar style box
Sep 17, 2026Current style: Large Blend
Large
Mid
Small
32%
40%
28%
0%
0%
0%
0%
0%
0%
ValueBlendGrowth
Weight %50+25-4910-240-9
Top Holdings
Sep 17, 2026Top 10 Holdings Weight: 109.5%
| Name/code | Weight | Type | Industry | Style | Price | Change % | Market Cap |
|---|---|---|---|---|---|---|---|
1  Samsung Electronics Co Ltd | 18.60% | — | — | — | — | — | — |
2 SK hynix Inc | 17.18% | — | — | — | — | — | — |
3 MICRON TECHNOLOGY INC SWAP NM | 16.10% | — | — | — | — | — | — |
4 First American Government Obligs X | 15.41% | — | — | — | — | — | — |
5 United States Treasury Bills 0% | 12.14% | — | — | — | — | — | — |
6 MICRON TECHNOLOGY INC.-SWAP-GOLD-L | 9.57% | — | — | — | — | — | — |
7 SAMSUNG ELECTRONICS -SWAP-GOLD-L | 5.86% | — | — | — | — | — | — |
8 SK HYNIX INC-SWAP-GOLD-L | 5.49% | — | — | — | — | — | — |
| 4.70% | Equity | Information Technology | Large Growth | — | — | — | |
10 CXMT CORPORATION-SWAP-GOLD-L | 4.49% | — | — | — | — | — | — |
